Legacy Portfolio | How

The Legacy Portfolio Process

1 Introduction

Corporates may negotiate a surplus property transaction directly with Legacy or via a professional intermediary.

2 Establishing a fair price

A detailed analysis of each property, legal and market information is aggregated to form a fair view and price (reverse premium) for the portfolio workout.

3 Structuring

Legacy and the Corporate negotiate a management agreement to assume management and financial responsibility for the portfolio, this ensures corporates key objectives are consistently met throughout the portfolio workout.

4 Acquisition

The responsibilities of the portfolio are adopted by Legacy and on completion an agreed reverse premium is paid by the corporate.

5 Workout

Legacy commences proactive management, engaging with landlords and seeking to de-risk the portfolio by adopting an accelerated surrender strategy.

Surplus Lease Liability Market


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Legacy Portfolio infographic - surplus lease liability market
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